Insurance

Insurance overview

Insurance advice comprises of the following:

• Insurance needs;
• Insurance quotes

If both categories are in scope the modelling engine will first determine the amount of insurance required via the needs step. The sum insured from the insurance needs calculations will then be utilised to auto-generate the necessary insurance quotes.

*The needs analysis working will be added to your modelling results under the Insurance page. Any quoting models can be found via the best interest comparison.

!The premiums from the chosen insuer will be inserted into the final cashflow model step.

The insurance steps are set to be in scope via the Scope of Advice page.